IA
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IFP Advisors’s Upbound Group UPBD Stock Holding History

IFP Advisors’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.8K Buy
1,214
+910
+299% +$17K ﹤0.01% 2816
2026
Q1 		$5.49K Sell
304
-22
-7% -$429 ﹤0.01% 3461
2025
Q4 		$5.72K Buy
326
+61
+23% +$1.18K ﹤0.01% 3347
2025
Q3 		$6.26K Sell
265
-12
-4% -$296 ﹤0.01% 3126
2025
Q2 		$7.15K Buy
277
+77
+39% +$1.8K ﹤0.01% 3121
2025
Q1 		$4.79K Sell
200
-1
-0.5% -$27 ﹤0.01% 2859
2024
Q4 		$5.86K Buy
201
+1
+0.5% +$31 ﹤0.01% 2732
2024
Q3 		$6.4K Hold
200
– – ﹤0.01% 2589
2024
Q2 		$6.14K Hold
200
– – ﹤0.01% 2506
2024
Q1 		$7.04K Hold
200
– – ﹤0.01% 2358
2023
Q4 		$6.79K Hold
200
– – ﹤0.01% 2318
2023
Q3 		$5.89K Hold
200
– – ﹤0.01% 2450
2023
Q2 		$6.23K Hold
200
– – ﹤0.01% 2464
2023
Q1 		$6.56K Buy
+200
New +$5.15K ﹤0.01% 2464
2020
Q1 		– Sell
-236
Closed -$5.68K – 3014
2019
Q4 		$7K Hold
236
– – ﹤0.01% 2080
2019
Q3 		$6K Buy
+236
New +$6.2K ﹤0.01% 2295
2017
Q4 		– Sell
-25
Closed – – 4102
2017
Q3 		$0 Hold
25
– – ﹤0.01% 4216
2017
Q2 		$0 Hold
25
– – ﹤0.01% 4220
2017
Q1 		$0 Buy
25
+15
+150% +$136 ﹤0.01% 4136
2016
Q4 		$0 Hold
10
– – ﹤0.01% 4141
2016
Q3 		$0 Hold
10
– – ﹤0.01% 4047
2016
Q2 		$0 Buy
+10
New +$135 ﹤0.01% 4079
2016
Q1 		– Sell
-40
Closed -$1K – 3405
2015
Q4 		$1K Buy
+40
New +$764 ﹤0.01% 3572

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP Advisors's UPBD Position: Q2 2026 in Review

IFP Advisors increased its Upbound Group (UPBD) stake by 299% in Q2 2026, buying an estimated $17K and bringing the position to 1,214 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2816.

IFP Advisors first reported a position in UPBD in Q4 2015 and has held it in 23 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • IFP Advisors held 1,214 shares of Upbound Group worth $25.8K as of Q2 2026.
  • IFP Advisors bought 910 Upbound Group shares in Q2 2026, an estimated $17K.
  • Upbound Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2816 holding.
  • IFP Advisors first reported a position in Upbound Group in Q4 2015 and has held it in 23 quarters since.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.